Turn SEC filings into a complete stock research report

Reads a company's SEC filings and produces a full research report with strategy, risks, and analysis.

How the work actually flows

A straight line. Runs once per one per report section.

Pattern: Multiple Instances with a priori Design-Time Knowledge (13) ยท Synchronisation (3)

flowchart TD trig(("company specified for research")):::human s0["Plan report sections"]:::task s1[["Analysts research each section"]]:::mi s2["Editor reviews and polishes draft"]:::task s3[("Publish final report")]:::store trig --> s0 s0 -->|"one per one per report section"| s1 s1 --> s2 s2 --> s3 out[/"Complete stock research report published"/]:::out pay{{"In-depth research without manual reading"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepRuns once per itemA personA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Research & Market IntelligenceGeneral Automation
Connects
OpenAIGoogle DocsWikipedia

The problem it solves

Researching a stock properly means digging through long SEC filings, pulling out the strategy, risks, and financial picture, then writing it all up clearly. That's a lot of reading and writing for a single company, and you may need to repeat it often.

Who it fits

Investors, analysts, or advisors who need in-depth stock research without doing all the reading themselves.

How it works

  1. Starts when you specify which company to analyze
  2. An AI planner breaks the research into sections to cover
  3. A team of AI analysts pulls answers from the company's SEC filing to write each section
  4. A senior AI editor reviews and polishes the draft into a final report
  5. Publishes the finished report as a document
What you get

Reports built without reading the filings

You get a full research report on any company, covering strategy and risk, built directly from its SEC filings and ready to share with your team.

What you get

A complete stock research report covering business overview, strengths and weaknesses, risks, and near-term catalysts.

What you need

An OpenAI API key and a Google Workspace account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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